We are live on ! Find out more
LGH icon

HCM Defender 500 Index ETF
LGH

47 hedge funds and large institutions have $504M invested in HCM Defender 500 Index ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 43 → 47 (+4)

2.26% more ownership

Funds ownership: 107.58% → 109.84% (+2.3%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $486M → $504M (+$17.6M)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
10
Increased
16
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HAG
HighPoint Advisor Group
Illinois
+$4.73M
2
GS
GTS Securities
New York
+$3.7M
3
NA
NewEdge Advisors
Louisiana
+$1.33M
4
DWS
Discipline Wealth Solutions
South Carolina
+$1.02M
5
LPL Financial
LPL Financial
California
+$500K

Top Sellers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
-$4.01M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.48M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.12M
4
MCC
Money Concepts Capital
Florida
-$2.04M
5
OAS
Optivise Advisory Services
Tennessee
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$440K – – –
Truist Financial
27
Truist Financial
North Carolina
$414K – – –
HIM
28
Hanlon Investment Management
New Jersey
$378K +$12.9K +210 +4%
Citadel Advisors
29
Citadel Advisors
Florida
$351K +$348K +5,664 New
ACM
30
Absolute Capital Management
Pennsylvania
$317K +$492 +8 +0.2%
Raymond James Financial
31
Raymond James Financial
Florida
$302K +$300K +4,881 New
Jane Street
32
Jane Street
New York
$277K +$275K +4,476 New
SPC
33
Sigma Planning Corp
Michigan
$275K +$273K +4,437 New
AI
34
Atria Investments
North Carolina
$254K -$8.79K -143 -3%
CIA
35
Concurrent Investment Advisors
Florida
$254K +$252K +4,093 New
ST
36
Smithfield Trust
Pennsylvania
$245K +$243K +3,950 New
AA
37
Armis Advisers
Georgia
$238K +$256K +4,167 New
KAS
38
Kestra Advisory Services
Texas
$237K +$676 +11 +0.3%
WFAG
39
Worth Financial Advisory Group
North Carolina
$226K -$46K -748 -17%
DIM
40
Delta Investment Management
California
$205K -$43.3K -705 -18%
Osaic Holdings
41
Osaic Holdings
Arizona
$178K +$17.4K +283 +11%
UBS Group
42
UBS Group
Switzerland
$75.5K +$44.4K +722 +146%
Morgan Stanley
43
Morgan Stanley
New York
$71K +$61 +1 +0.1%
CFD
44
Creative Financial Designs
Indiana
$61.1K +$9.22K +150 +18%
AssetMark Inc
45
AssetMark Inc
California
$35.4K – – –
SWM
46
Spire Wealth Management
Virginia
$12.4K – – –
JP Morgan Chase
47
JP Morgan Chase
New York
$62 – – –
MCC
48
Money Concepts Capital
Florida
– -$2.04M -33,766 Closed
CI
49
CPR Investments
Michigan
– -$1.28M -21,151 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$321K -5,311 Closed
1
2
3

LGH Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2025, worth a combined $504M — up 3.6% from $486M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LGH positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $4.73M. The largest seller was Howard Capital Management, cutting an estimated $4.01M.

  • 47 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2025, up from 43 in Q3 2025.
  • Funds reported $504M of HCM Defender 500 Index ETF stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 10 funds opened new HCM Defender 500 Index ETF positions in Q4 2025 and 5 closed out, a net change of +5 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $4.73M added.
  • The largest HCM Defender 500 Index ETF seller in Q4 2025 was Howard Capital Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2025.